Sample Doc Merge Templates
Overview
Templates are required for merging documents with Sugar's Doc Merge feature. This article provides sample document templates you can use and provides instructions on how to use these sample templates.
Sample Document Templates for Doc Merge
While you can easily create your own document templates, the following pre-made templates may save you time if they meet or closely match your needs.
Follow these steps to use a sample template from the table below:
- Click on the name of the template to download or open it in a new window, depending on your computer's settings.
- Save the template file to your preferred location (e.g., the Downloads folder on your computer).
- Open and, if needed, edit the template to use your specific fields and preferred styles and branding.
- Proceed with the steps to create a Document Template record, as described in the Doc Merge documentation in the Application Guide for your CRM product.
| Sample Template | Template Module | Description | Type |
| Opportunities in Progress | Accounts | Displays a table that contains only the opportunities that are in progress for account records. | DOCX |
| Quote | Quotes | Generates a quote with information about the opportunity and the product bundle. | DOCX |
| Opportunity Details | Opportunities | Creates a spreadsheet that compiles records related to an opportunity such as calls, meetings, and contacts. | XLSX |
| Opportunity Amounts using Conditionals | Opportunities | Provides a simple example for using conditionals based on the value of an opportunity. | DOCX |
| Account's Meetings and Contacts | Accounts | Provides an example of using directives to generate lists and tables. | DOCX |
| Tasks | Tasks | Provides an overview of task records including their related notes. | DOCX |
| Opportunities in Footer | Opportunities | Provides the opportunity's details in the footer of a document. | DOCX |
| Leads Detail | Leads | Creates a spreadsheet that compiles records related to a lead such as calls, meetings, and notes. | XLSX |
| Meeting Details | Meetings | Creates a summary of a meeting record including meeting time, status, and related notes. | DOCX |
| Part number labels | Opportunities | Generates a list of barcodes for each revenue line item associated with an opportunity. | DOCX |
| Form letter | Contacts | Creates a form letter with information from contact records. | DOCX |
| Account Profile | Accounts | Generates a document with information for an account record. | DOCX |
| Opportunity Profile | Opportunities | Creates a document with information for an opportunity record. | DOCX |